SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,509
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.44M
3
+$7.28M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$6.37M
5
META icon
Meta Platforms (Facebook)
META
+$5.42M

Top Sells

1
+$21M
2
+$20.3M
3
+$7.21M
4
FWONK icon
Liberty Media Series C
FWONK
+$5.88M
5
V icon
Visa
V
+$5.34M

Sector Composition

1 Technology 12.49%
2 Consumer Discretionary 5.23%
3 Financials 4.71%
4 Healthcare 4.02%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$162K 0.01%
13,500
+10
777
$161K 0.01%
21,278
778
$161K 0.01%
4,262
+1,003
779
$161K 0.01%
15,211
780
$161K 0.01%
793
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781
$159K 0.01%
10,782
782
$159K 0.01%
+10,485
783
$159K 0.01%
2,067
-384
784
$158K 0.01%
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785
$157K 0.01%
780
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786
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191
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787
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-27
788
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1,162
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789
$156K 0.01%
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790
$156K 0.01%
2,078
+1,016
791
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5,100
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794
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2,335
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797
$153K 0.01%
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$153K 0.01%
3,906
-50
799
$153K 0.01%
18,640
+12,500
800
$153K 0.01%
2,282
-54
30 31
32
33 34